Search ResultsShowing 1 - 10 of 28 results for "AdviserLogic"
Morningstar now an ETF issuer
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... investment horizon. Earlier this month, Monrningstar announced its acquisition of financial planning software company AdviserLogic, as it looked to expand its adviser offering .
Morningstar bets on advice software
KANIKA SOOD  |  MONDAY, 4 NOV 2019
The research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to ...
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... good. HUB24 sits in second at 43%, with Asgard eWRAP, CFS First Choice and BT Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking ...
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions ...
Simple Fund 360 picks up AdviserLogic
HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
AdviserLogic clients are now available to use Simple Fund 360, after the software provider integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to ...
Younger advisers drive digital client engagement
KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... canvassed in the survey said netwealth is the platform of choice based on satisfaction, followed by CFS FirstChoice. AdviserLogic leads in planning software satisfaction for the third year running. Aside from the traditional face-to-face client review ...
Advice group strengthens leadership team
JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... the newly-created role of head of adviser experience is Marnie Page, formerly a national key accounts manager at AdviserLogic. Page brings 25 years' experience in financial services and will oversee the adviser experience from beginning to end; ensuring ...
AdviserLogic signs with global risk profiling giant
KANIKA SOOD  |  FRIDAY, 9 MAR 2018
Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 ...
Tech providers fall behind increased planner needs
JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... to software satisfaction, XPLAN remains dominant with 54% of planners using it as their primary software, though AdviserLogic secured the top spot for overall satisfaction for the second successive year. It also placed first across the majority of service ...
PayLogic signs new AFSL client
JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
An independent advice dealer group is the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's ...
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